Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-49- 1.83% |
$11.3K - $15.6K
|
2.63K
$921K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.85% |
$3.93K - $5.42K
|
938
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 39.12% |
$53.7K - $74K
|
825
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 18.97% |
$702K - $967K
|
19K
$6.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-400- 13.06% |
$92.6K - $128K
|
2.66K
$931K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-878- 32.04% |
$203K - $280K
|
1.86K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
124+ 0.61% |
$28.7K - $39.6K
|
20.5K
$7.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.74K+ 22.54% |
$633K - $873K
|
14.9K
$5.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.03% |
$231 - $319
|
3.5K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09KNew |
$251K - $346K
|
1.09K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-316- 0.32% |
$73.1K - $101K
|
97.3K
$34M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.56K+ 13.61% |
$1.98M - $2.73M
|
71.4K
$25M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
581K+ 1.27% |
$135M - $185M
|
46.4M
$16.2B
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 12.94% |
$18.7K - $25.8K
|
707
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.91% |
$6.25K - $8.61K
|
2.94K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-932- 3.85% |
$216K - $297K
|
23.2K
$8.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 13.51% |
$3.09M - $4.25M
|
85.4K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
217+ 13.84% |
$50.2K - $69.2K
|
1.79K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
45+ 5.34% |
$10.4K - $14.4K
|
887
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-13- 0.45% |
$3.01K - $4.15K
|
2.88K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1- 0.12% |
$231 - $319
|
800
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
149+ 2.44% |
$34.5K - $47.5K
|
6.25K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-95- 2.94% |
$22K - $30.3K
|
3.13K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18- 28.57% |
$4.17K - $5.74K
|
45
$15.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
504+ 6.04% |
$117K - $161K
|
8.85K
$3.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.19% |
$4.86K - $6.7K
|
11.3K
$3.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-243- 16.72% |
$56.2K - $77.5K
|
1.21K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
392+ 11.93% |
$90.7K - $125K
|
3.68K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
70+ 1.26% |
$16.2K - $22.3K
|
5.64K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
20New |
$4.63K - $6.38K
|
20
$6.99K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81+ 3.9% |
$18.7K - $25.8K
|
2.16K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
5.9KNew |
$1.37M - $1.88M
|
5.9K
$2.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-48.3K- 13.66% |
$11.2M - $15.4M
|
305K
$107M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-29.5K- 5.9% |
$6.83M - $9.42M
|
471K
$164M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
725+ 0.17% |
$168K - $231K
|
430K
$150M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.5K- 1.53% |
$578K - $797K
|
161K
$56.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
BUY
|
- |
19.2KNew |
$4.43M - $6.11M
|
19.2K
$6.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.41K- 0.6% |
$1.48M - $2.05M
|
1.06M
$371M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-338- 8.17% |
$78.2K - $108K
|
3.8K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
12+ 0.99% |
$2.78K - $3.83K
|
1.23K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-301- 31.26% |
$69.6K - $96K
|
662
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
548+ 11.25% |
$127K - $175K
|
5.42K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
626+ 14.42% |
$145K - $200K
|
4.97K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
13.5K+ 129.95% |
$3.13M - $4.31M
|
23.9K
$8.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.27K- 1.09% |
$294K - $405K
|
116K
$40.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
106+ 13.77% |
$24.5K - $33.8K
|
876
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.09K- 11.52% |
$252K - $348K
|
8.37K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.35M+ 11.12% |
$312M - $431M
|
13.5M
$4.71B
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 2.41% |
$8.1K - $11.2K
|
1.49K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
261+ 25.05% |
$60.4K - $83.3K
|
1.3K
$455K
|